Go Live Checklist
Checklist
Before a Go Live or a Production Deployment we should pay attention to some important steps:
Before
- Agree a date and time with the client (hours or days in advance)
Important: We only make production deployments until Thursdays before midday - Ensure to mark the agreed-upon date in the calendar
- Make sure the date wont affect client’s operations
- Make sure the PipeCodes support team is available in case something goes wrong (check supports team availability, including flex-friday)
- Backup all the files and databases before the deployment
- Prepare a rollback action plan (put back the backup files and databases, etc)
- Monitoring and Alerting Setup: Ensure monitoring and alerting systems are in place to quickly identify and respond to any issues that arise post-deployment.
- Documentation – In the project folder, create a folder for Prod deployments where you or the team will create a document per each production deployment stating:
Scheduled Date
Solved Issues
Changed Files
Expected result after deployment
Performance Baselines: Establish performance baselines pre-deployment to compare against post-deployment.
This helps in quickly identifying performance degradation.
Final result – Improvements (performance, etc) and problems solved and tested.
The deployment process
- Turn on maintenance mode on the system, if required and if you have it
Points 7 and 8 will avoid data loss or issues reported by the client/users - Execute the deployment process – each project must have a document stating this
- Ends the configuration of payment methods (IfThenPay, PayPal, MB) – they only allow you to end the configuration when you go live
- Finish setting up Mailchimp or email marketing platform – only possible after go live
- Clear all the server caches
- Nginx cache in Cpanel
- Restart webserver
- Change the date on the script files being loaded (WordPress example: <script src=”myfile.js?v=MyCurrentDate”></script>)
After
- TESTING
Make sure the task and possible affected areas is tested again in production
If it’s an ecommerce, make sure to test a full checkout journey (VAT rates must be pre-configured in the invoicing platform and on the products; confirm with the customer whether the price of the products is with or without VAT included)
Test all the conversion forms
Other systems – The project must have a clear testing journey defined for critical things to be tested at every deployment
When testing, use always testing data: Use emails from mailinator, a chrome extension allows us to pre-fill forms – checkhere.
- INTEGRATIONS
Test all the major integrations are working
Specially the ones associated with form submissions
Ask the client to verify and notify him when they can proceed.